Pilot Services

We began working with crew-member families from major U.S. airlines in 1996. The Principals at ACT Wealth Management believe that building a client relationship starts with a face to face meeting, regardless of where you live. Below is a comprehensive list of services we provide to pilot families.

• In-home, complimentary pre-retirement and post-retirement counseling
• Review of Airline Retirement Medical Insurance, Defined Contribution, and Defined Benefit calculations
• Early vs. normal retirement analysis
• Complimentary portfolio analysis
• Comprehensive investment proposal and fee schedule
• Consolidated relationship overview
• Consistent and proactive communication
• Online account access
• Monthly consolidated statements
• Client web-based access to portfolio performance and asset allocation
• Quarterly reviews
• Annual financial modeling analysis
• Beneficiary/family survival planning and assistance
• Roth IRA conversion analysis
• Age 70 1/2 distribution planning